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Portfolio (Quarterly) Guide ↗

United Advisor Group, LLC

· CIK 0002004873
13F Portfolio $811M AUM 508 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 269 Added 129 Reduced 37 Exited
Page 8 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VGT VANGUARD WORLD FD 1,292.0 $902K 0.11% +114.0 +9.7% $697.83 -83.6%
142 AMT AMERICAN TOWER CORP Real Estate 5,144.0 $888K 0.11% +660.0 +14.7% $172.58 +6.5%
143 VOOG VANGUARD ADMIRAL FDS INC 2,142.0 $873K 0.11% +124.0 +6.1% $407.69 -79.9%
144 HYD VANECK ETF TRUST 17,215.0 $863K 0.11% +8K +93.3% $50.14 +1.1%
145 EMB ISHARES TR 9,130.0 $858K 0.11% +434.0 +5.0% $93.93 +1.1%
146 SEIQ SEI EXCHANGE TRADED FUNDS 23,382.0 $851K 0.10% +2K +9.8% $36.41 +9.3%
147 NOC NORTHROP GRUMMAN CORP Industrials 1,228.0 $838K 0.10% +129.0 +11.7% $682.24 -19.2%
148 PEP PEPSICO INC Consumer Defensive 5,350.0 $831K 0.10% +839.0 +18.6% $155.29 -4.1%
149 USMV ISHARES TR 8,466.0 $785K 0.10% +1K +14.4% $92.74 +3.6%
150 XLG INVESCO EXCHANGE TRADED FD T 14,338.0 $782K 0.10% +1K +8.9% $54.55 +16.4%
151 EMMF WISDOMTREE TR 23,205.0 $768K 0.10% +2K +10.6% $33.11 +13.8%
152 NTSX WISDOMTREE TR 14,453.0 $754K 0.09% +2K +16.4% $52.15 +12.2%
153 VYM VANGUARD WHITEHALL FDS 5,018.0 $743K 0.09% +1K +35.4% $148.09 +6.2%
154 CIBR FIRST TR EXCHANGE-TRADED FD 11,772.0 $738K 0.09% +2K +16.2% $62.68 +31.1%
155 MBB ISHARES TR 7,586.0 $720K 0.09% +760.0 +11.1% $94.95 -1.1%
156 ROKU ROKU INC Communication Services 7,550.0 $714K 0.09% +75.0 +1.0% $94.62 +31.2%
157 QTEC FIRST TR EXCHANGE-TRADED FD 3,255.0 $703K 0.09% +167.0 +5.4% $216.01 +38.6%
158 NEE NEXTERA ENERGY INC Utilities 7,379.0 $685K 0.08% +525.0 +7.7% $92.88 -3.4%
159 SEI EXCHANGE TRADED FUNDS 21,023.0 $685K 0.08% +2K +10.5% $32.60
160 MTUM ISHARES TR 2,735.0 $656K 0.08% +68.0 +2.5% $239.97 +25.9%
Page 8 of 14  ·  269 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.6%
Financial Services 18.1%
Consumer Cyclical 9.3%
Communication Services 8.9%
Industrials 7.1%
Energy 6.9%
Consumer Defensive 6.4%
Healthcare 5.8%
Real Estate 1.6%
Basic Materials 1.2%